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Remote Finra Series 66 Jobs (NOW HIRING)

Flagstar Bank

Virtual Financial Consultant

Troy, NY · Remote

The Virtual Financial Consultant operates fully within a remote/virtual model and is accountable ... Active FINRA Series 7 and Series 66 (or Series 63 + Series 65) licenses required at time of hire.

TIAA

VP, Advisor Consultant

$90K - $100K/yr

Series 66 Physical Requirements * Physical Requirements: Sedentary Work Career Level 7IC Required: 3+ years of wholesaling experience Preferred: 5+ years of wholesaling experience FINRA Series 7 & 63 ...

TIAA

Advisor Consultant

Series 66 Physical Requirements * Physical Requirements: Sedentary Work Career Level 7IC Required: 3+ years of wholesaling experience Preferred: 5+ years of wholesaling experience FINRA Series 7 & 63 ...

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How much do remote finra series 66 jobs pay per year?

As of Sep 6, 2026, the average yearly pay for remote finra series 66 in the United States is $118,836.00, according to ZipRecruiter salary data. Most workers in this role earn between $95,500.00 and $143,000.00 per year, depending on experience, location, and employer.

What is a remote FINRA Series 66 professional?

A Remote FINRA Series 66 professional is an individual who has passed the Series 66 exam, qualifying them as both a securities agent and investment adviser representative, and works remotely rather than in a traditional office setting. The Series 66 license is required for those who wish to provide investment advice and sell securities in most states. Remote Series 66 professionals typically assist clients with financial planning, investment strategies, and regulatory compliance from a home or off-site office using digital tools and secure communication platforms.

What are the key skills and qualifications needed to thrive as a remote FINRA Series 66 professional?

To thrive as a Remote FINRA Series 66 licensed professional, you need a solid understanding of investment products, financial regulations, and advisory services, supported by passing the Series 66 exam and often holding a Series 7 license. Proficiency with financial planning software, CRM systems, and secure communication tools is typically required. Strong interpersonal skills, ethical judgment, and the ability to self-motivate are critical for building client trust and working independently. These skills ensure compliance, effective client management, and success in a remote financial advisory environment.

What are some common challenges faced by professionals working remotely in FINRA Series 66 roles, and how can they be addressed?

Remote FINRA Series 66 professionals often face challenges such as staying updated with regulatory changes, maintaining strong communication with clients and colleagues, and ensuring data security in a home office environment. To address these, it's important to establish regular check-ins with your team, participate in ongoing compliance training, and use secure technology solutions for client interactions. Proactively seeking feedback and leveraging digital collaboration tools can also help maintain productivity and client trust while working remotely.

What is the difference between Remote Finra Series 66 vs Remote Finra Series 7?

AspectRemote Finra Series 66Remote Finra Series 7
CertificationsRequires Series 66; often paired with Series 7Requires Series 7; often paired with Series 66
Work EnvironmentFinancial advisory, compliance, and client consultationStock brokerage, trading, and securities sales
Employer & Industry UsageFinancial firms, RIAs, broker-dealersBrokerage firms, securities firms, trading platforms

The Remote Finra Series 66 and Series 7 are closely related securities licenses. Series 66 focuses on investment advisory and state registration, while Series 7 emphasizes securities trading and sales. Many professionals hold both to cover a broad range of financial services. The choice depends on your career focus—advisory vs. trading—and the specific requirements of your employer.

What jobs can I get with a remote FINRA Series 66 license?

A remote FINRA Series 66 license qualifies individuals for roles such as financial advisor, investment consultant, or securities agent, often working with clients to provide investment advice and financial planning. These positions typically require strong knowledge of securities regulations, client management skills, and the ability to work independently in a remote environment.
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Remote Finra Series 66 jobs near you
Infographic showing various Remote Finra Series 66 job openings in the United States as of August 2026, with employment types broken down into 92% Full Time, 3% Part Time, and 5% Contract. Highlights an 100% Remote job distribution, with an average salary of $118,836 per year, or $57.1 per hour.

Wealth Planning Associate, Client Success (HYBRID OR REMOTE)

Equitable Advisors

Remote

$52K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 19 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

About the Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives- a mission we've honed since 1859.
Invest In YOUR Potential! Equitable is seeking a driven, curious, and relationship-focused Wealth Planning Associate to launch a long-term career in financial services. This is a structured, immersive development opportunity designed for individuals who want to build deep financial expertise, gain real client exposure, and learn directly from some of the most successful Financial Professionals in the industry.
Through a combination of licensing, hands-on client engagement, mentorship, and real-world experience, you will develop the technical skills, confidence, and business acumen required to succeed in a dynamic, client-centric financial services environment. This role is more than an entry-level position-it is a career accelerator! You will gain exposure, mentorship, and real responsibility early in your career, positioning you for long-term success as a Financial Professional within Equitable.
What You'll Be Doing
Build a Strong Foundation (Training & Licensing)
  • Obtain your core financial services licenses, including Series 7, Series 66, and Life & Health
  • Learn the philosophy and approach behind Equitable's comprehensive financial planning process
  • Develop a strong understanding of financial markets, investment strategies, and wealth-building solutions
  • Gain the skills needed to effectively engage clients and communicate complex financial concepts clearly

Apply Your Skills with Real Clients (Learning & Development)
  • Join the Branch Assist team, where you will work directly with existing Equitable clients
  • Help clients position and optimize their current investments to support long-term financial goals
  • Partner with clients as their needs evolve-supporting planning for life events, transitions, and new financial priorities
  • Build confidence through hands-on experience in a collaborative, team-based environment

Learn from the Best (Partnership & Mentorship)
  • Spend up to two years working closely with 10-20 successful Financial Professionals
  • Support advisors by engaging with their clients and helping drive business efficiency and growth
  • Collaborate directly with clients to help them advance toward their financial objectives
  • Gain an inside view of what it takes to build, manage, and sustain a successful financial practice

Expand Your Professional Skill Set (Additional Training)
  • Receive targeted training in critical business-building skills, including:
  • Client prospecting and relationship development
  • Conducting effective face-to-face client meetings
  • Developing and delivering client seminars
  • Understanding and managing business expenses and operations

This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Salt Lake City, UT; Syracuse, NY), a hybrid schedule with 2-3 days on-site per week is expected to foster collaboration and connection.
The base salary for this position is $52,500. This role is eligible for variable compensation.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
Qualifications
What You Will Bring
Required Qualifications
  • A Bachelor's degree or equivalent professional experience that demonstrates strong foundational skills and a commitment to growing your career in financial services
  • FINRA Series 7 and 66 active registrations
  • State Life Insurance licenses
  • Proven experience in building and managing customer relationships, with a focus on trust, service excellence, and long-term engagement

Preferred Qualifications
  • Prior sales experience, ideally within financial services (Banking, Insurance, Property & Casualty, or Retail Investments)
  • Strong research and analytical capabilities, with the ability to interpret information and support sound client recommendations
  • Excellent interpersonal and communication skills, enabling you to connect effectively with clients, team members, and partners

Skills
Cross-Selling: Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.
Sales Scoping and Qualification: Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization.
About Equitable
At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

What Equitable employees say

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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